Ullmann Wealth Partners Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Ullmann Wealth Partners Group’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1M	Buy	113,317 +3,236	+3%	+$386K	1.28%	19
2026 Q1	$12.2M	Buy	110,081 +11,775	+12%	+$1.3M	1.26%	19
2025 Q4	$9.61M	Buy	98,306 +26,024	+36%	+$2.6M	1%	22
2025 Q3	$7.19M	Buy	72,282 +22,269	+45%	+$2.15M	0.79%	23
2025 Q2	$4.56M	Buy	50,013 +42,844	+598%	+$3.69M	0.54%	30
2025 Q1	$625K	Buy	+7,169	New	+$674K	0.08%	78

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ullmann Wealth Partners Group's AVUV Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, buying an estimated $386K and bringing the position to 113,317 shares worth $14.1M. The position accounts for 1.28% of the portfolio, ranked #19.

Ullmann Wealth Partners Group first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Ullmann Wealth Partners Group held 113,317 shares of Avantis US Small Cap Value ETF worth $14.1M as of Q2 2026.
Ullmann Wealth Partners Group bought 3,236 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $386K.
Avantis US Small Cap Value ETF made up 1.28% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #19 holding.
Ullmann Wealth Partners Group first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.